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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Finivi have?","answer":"Finivi has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Finivi invest in?","answer":"At the end of its last fiscal year, Finivi’s separately managed accounts held 51% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 6% investment grade corporate bonds and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Finivi?","answer":"Finivi’s direct owners are Eric Jansen (50% to 75%) and Steven Johnson (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Finivi get paid?","answer":"Finivi is paid through a percentage of assets under management, hourly charges and fixed fees. 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